Next Financial Group’s Keurig Dr Pepper KDP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $58K | Buy |
1,577
+839
| +114% | +$30.9K | ﹤0.01% | 1409 |
|
2021
Q3 | $25K | Sell |
738
-2,766
| -79% | -$93.7K | ﹤0.01% | 1716 |
|
2021
Q2 | $124K | Buy |
3,504
+3,067
| +702% | +$109K | 0.01% | 1018 |
|
2021
Q1 | $15K | Sell |
437
-8
| -2% | -$275 | ﹤0.01% | 1740 |
|
2020
Q4 | $14K | Buy |
445
+45
| +11% | +$1.42K | ﹤0.01% | 1665 |
|
2020
Q3 | $11K | Buy |
+400
| New | +$11K | ﹤0.01% | 1603 |
|
2017
Q1 | – | Sell |
-75
| Closed | -$7K | – | 2090 |
|
2016
Q4 | $7K | Hold |
75
| – | – | ﹤0.01% | 1807 |
|
2016
Q3 | $7K | Buy |
+75
| New | +$7K | ﹤0.01% | 1810 |
|
2014
Q4 | – | Sell |
-7
| Closed | – | – | 2131 |
|
2014
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 2538 |
|
2014
Q2 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1224 |
|